SurePrep Customer Testimonial
TaxCaddy kept everything streamlined and organized. All of the clients that used it sent us their stuff before they normally would allowing us to not be as slammed the last 2 weeks since we were able to get some returns out sooner than normal.
— Administrative Staff, Large Accounting Firm
SurePrep Customer Satisfaction Rating
An Administrative Staff at a large accounting firm would be very likely to recommend SurePrep for this reason:
It’s user friendly on both the Tax and Client sides. I also like that everything is conveniently in one place.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A Reviewer at a large accounting firm would be very likely to recommend SurePrep for this reason:
In my mind, it makes my reviewing more effective and our returns more accurate.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Testimonial
TaxCaddy made it very useful to do client work. The clients were able to get the documents that we requested sooner. TaxCaddy was also very useful and helpful with sorting documents. It was efficient in collecting data.
— Preparer, Large Enterprise Professional Services Company
SurePrep Customer Satisfaction Rating
An Administrative Staff at a large enterprise accounting firm would be very likely to recommend SurePrep for this reason:
The product is well built and organized. When the pandemic hit, it allowed our clients to get us their information in a timely manner.
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A Preparer at a large enterprise professional services company would be very likely to recommend SurePrep for this reason:
It is a great software that keeps everything organized.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A Preparer at a small business professional services company would be very likely to recommend SurePrep for this reason:
SurePrep is a great tool especially in the COVID world and with 99% of our office working from home.
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A Partner/Shareholder at a medium size accounting firm would be very likely to recommend SurePrep for this reason:
Great program that provides a framework for creating electronic workpapers.
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Testimonial
TaxCaddy allowed us a modern, convenient, user-friendly option for our clients to get information to us. This was important, especially due to COVID-19. Also, made it easy for them to send documents after their initial upload.
— Partner/Shareholder, Large Enterprise Professional Services Company
SurePrep Customer Satisfaction Rating
A Partner/Shareholder at a medium enterprise financial services company would be very likely to recommend SurePrep for this reason:
Time savings it creates for preparers/reviewers.
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
Steve Grove, a Partner/Shareholder at CBIZ, Inc., would be very likely to recommend SurePrep for this reason:
The use of SurePrep technology significantly reduces the use of professional staff to enter tax form information. This should allow us to increase our profits on 1040 engagements.
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A Partner/Shareholder at a small business professional services company would be very likely to recommend SurePrep for this reason:
It has been an integral part of our work process.
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A Partner/Shareholder at a small business professional services company would be very likely to recommend SurePrep for this reason:
Using it creates a great deal of efficiency.
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A Partner/Shareholder at a large enterprise professional services company would be very likely to recommend SurePrep for this reason:
SurePrep provides more than workpapers. They are continually reinvesting in the product and improving it.
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Testimonial
TaxCaddy cuts down the time chasing clients for data. It also creates another touchpoint. Allows our teams to focus on technical issues of data received. Delivery of returns is simplified as is obtaining e-filing signatures.
— Partner/Shareholder, Large Enterprise Professional Services Company
SurePrep Customer Satisfaction Rating
A Partner/Shareholder at a medium enterprise professional services company would be very likely to recommend SurePrep for this reason:
Consistently upgrading and enhancing products, high level of service.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
A Partner/Shareholder at a large enterprise professional services company would be very likely to recommend SurePrep for this reason:
Good quality and responsive service team.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Satisfaction Rating
Nate Miller, a Shareholder at Grimbleby Coleman CPAs, Inc., would be very likely to recommend SurePrep for this reason:
It’s been a great resource for us to help get everyone in the firm organizing their documents the same way and with the work from home environment, the transition was much easier due to our ability to use SurePrep.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend SurePrep?”
SurePrep Customer Testimonial
TaxCaddy has allowed for quicker refunds and my clients have said this made their tax season stress-free. Without TaxCaddy, tax season seems like more of a burden to my clients since it previously required running to the post office and more administrative tasks rather than one-spot to handle tax season electronically.
— Brian McAvoy, Partner/Shareholder, McAvoy CPA LLC
